Joel Stilwell
Joel Stilwell is a registered investment advisor at Rosenblum Silverman Sutton Sf INC, based in San Francisco, CA, with 2 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 159 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rosenblum Silverman Sutton charges a percentage of the value of your investments each year. The exact percentage is determined on a case-by-case basis, but generally falls between 1.00% and 1.25%. This fee covers investment advice and quarterly reports. The firm has a minimum annual investment management fee of $5,000 per client relationship.
Location
1388 Sutter St Ste 725, San Francisco, CA, 94109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rosenblum Silverman Sutton Sf INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.